Notes
Think beforeconsensus forms.
Working convictions about what changes next — and what should be built because of it. We publish them early, which means we sometimes publish them wrong.
2026
Capital should change the clock
Money is useful when it shortens a distance you already understand.
↗Attention is the first operating system
Before a company has process, what its leaders notice becomes the process.
↗2025
The bottleneck is the strategy
Growth comes from removing the one constraint that makes everything else wait.
↗Start at the center
Bring us the idea before it is safe.
The best moment to talk to us is the moment the old answer stops being obviously right — long before the deck exists. Tell us what changed, and why you cannot stop thinking about it.